Resources

Investor
Materials

Disclosures, performance summaries, and firm documentation available to current and prospective clients.

Documents

Firm Materials

Regulatory Filing

ADV Part 2 — Firm Brochure

Investment advisor disclosure document filed with the SEC

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Legal

Privacy Policy

How ServePoint Capital handles client information

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Onboarding

Client Profile Form

Client information and investment profile documentation

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Strategy

Investment Policy Statement

Firm investment philosophy, guidelines, and decision-making framework

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All documents are provided for informational purposes. For questions about any firm materials, please contact us at info@servepointcapital.com.

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